Coaching & Support:
Monthly Coaching & Support
- Harness our experts to help anyway you need them
- Keep your team on track with our expert coaching and support
- Help you enhance your R&D process and documentation
R&D Tax Incentive Assistance & Governance Coaching
- Spot check can help you see how well the R&D Manual is being followed.
- Helping you audit a project in detail to ensure alignment with the R&D Manual.
- Maximise your adoption of the R&D Manual Processes and Frameworks.
COACHING & SUPPORT
- Remove your headaches by choosing our Done-for-you service.
- Harness our experts to help any way you need them.
- Keep your team on track with our expert coaching and support.
- Help you enhance your R&D process and documentation.
Monthly Coaching & Support Options
Flexible Monthly Support
Harness our experts to help anyway you need them
- Provide Phone and Zoom support for staff
- Review documents and provide feedback
- Provide Coaching sessions on specific topics as needed
Guided Monthly Coaching Options
Keep your team on track with expert coaching and support for peace of mind
- All Flexible Coaching & Support benefits, plus…
- Coaching and monitoring to keep you on track
- Check the preparation of documents for critical meetings
- Monitor key Technical Committee meetings
- Confirm documents are updated post meetings
Empowered Monthly Coaching Options
Harness our experts to help enhance your documentation
- All Guided Coaching & Support benefits, plus…
- Done-for-you documentation preparation for R&D Projects
- Attend/Conduct Technical Committee meetings
- Work with Finance to generate Cost Tracking Reports
- Monitoring progress and updating documents as needed
- Checking that all required records are complete
- Refine R&D Manual periodically with process improvements
Staff can draw on expertise as needed
Removes the headaches and frees staff to focus on more important R&D
Want to Discuss Your Situation?
We Solve Common R&D Tax Headaches
How can I be sure we have all the records?
We can help you cope with staff being too busy to attend to the R&D records by themselves. If you are too busy to check on the process, we can give you peace of mind that all steps are being completed.
How can I get expert help?
Your staff will benefit from guidance and coaching on what is fair and reasonable documentation. We will review the documents and provide suggestions. In the Empowered option, we will jump in and assist with the documentation.
How can I be sure I don't miss out on claiming everything I can?
We check that Time and Material expense tracking mechanisms are implemented and working as per the R&D Manual to ensure cost reporting is working. If the processes can be improved, we will update the manual for you and disseminate the changes.
How can I be sure we have it under control?
Coaching can give staff a gentle nudge periodically to ensure they get the records right. We help by tracking and monitoring milestones and verifying the documentation and minutes.
How do we keep on top of experiments and Results?
We check to ensure that records prepared for the Technical Committee meetings will allow decisions to be made. We then check that the Technical Committee meeting outcomes are reflected in the documentation.
Join Our Weekly R&D Process Discussion Group
A COMMUNITY FOR LIKE-MINDED INNOVATORS
Our standing weekly Discussion Group where we meet to discuss R&D Tax Incentive ideas, processes, tools and examples.
Periodic R&D Process & Records Audits
Oversight and Governance Options
Download our R&D Tax Checklist
Download our checklist to check if you have all the correct records and find out how much more you could be claiming.
What Our Customers Have to Say
George has systematized his successful process for maintaining compliance records into a framework that was easy for us to adapt and apply to our way of working.
With plenty of high profile businesses being audited and found coming up short due to record keeping, we are now sleeping easy that we will not be one of them.
Did your tax Consultant ask you to ensure you Keep all the right records?
Learn what records, their format and wording you need to substantiate and maximise your claim.
Who we've worked with
0403 398 807 – Phone Softlogic Solutions to find out more about R&D Tax